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The Investor's Guide to China: Healthcare (#30)
Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver…
1 year, 9 months ago
Rich Pickings: The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Richa…
1 year, 10 months ago
The Investor's Guide to China: Shareholder return (#29)
The story of China's economy and stock market has long been one of rapid growth. But as policymakers pivot to focus on the quality - instead of the v…
1 year, 10 months ago
The Investor's Guide to China: Cities and migration (#28)
Where people live within China - and why - is fundamental to understanding the country’s changing demographics. That, in turn, has important implicat…
2 years ago
Rich Pickings: Asia and Latin America are reshaping the world for investors
Asia and emerging markets are our focus this month. Richard Edgar is joined by Fixed Income Portfolio Manager Paul Greer, Asia Economist Peiqian Liu,…
2 years, 1 month ago
The Investor's Guide to China: China's bond market (#27)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, tackle a topic that often flies under the r…
2 years, 1 month ago
Rich Pickings: Ready for a reset | Analyst Survey 2024
How confident are CEOs as they lean in to 2024? Is inflation still a major worry for businesses or has it been banished? How concerned are company ma…
2 years, 1 month ago
Rich Pickings: What the lessons of 2023 can teach investors for the year ahead
From artificial intelligence to US resilience, Richard Edgar discusses the big themes of 2023 with a panel of multi asset portfolio managers: Taosha …
2 years, 2 months ago
The Investor's Guide to China: Transition materials (#26)
In this episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, explore the critical role of transition mat…
2 years, 3 months ago
Rich Pickings: Outlook 2024 - Four ways forward
Richard Edgar is joined by Steve Ellis, Global CIO for Fixed Income, Marty Dropkin, Head of Equities for Asia Pacific, and Global Macro Economist, An…
2 years, 3 months ago